Trends with Friends Technology’s Resilience, Zombie Companies, Historic Returns, Apple’s AI Play and Frauds on Forbes
On Episode 37 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman Riley Rosebee review Technology’s Resilience, Historic Returns, Apple’s AI Play, Robinhood, Finding Profitability, Zombie Companies and Frauds on Forbes.
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Chapters
Welcome (0:00)
State of the Market (2:33)
USD & The 10-Year (4:10)
Axon’s All-Time High (8:13)
The Nasdaq’s Reaction to Apple’s Earnings (9:31)
Apple’s AI Play (13:24)
The Big Get Bigger, Technology’s Resilience (14:33)
QQQ vs. TLT (18:30)
Here’s The Thing About “Behavioral” (20:00)
Historic Returns (22:20)
The Median Stock is Flat (22:47)
Same as Ever (24:40)
S&P 500’s Drawdowns (26:55)
In the Long Run, Stocks Go Up (32:29)
The Start-Up World (34:08)
Zombie Companies (35:53)
Moving Past Unicorns (38:38)
Finding Profitability (39:37)
USD Safe Haven (42:24)
Robinhood (43:40)
Uber vs. Lyft (47:23)
What Does Dell Do? (50:53)
Seasonal Weight Gain (54:04)
Frauds on Forbes (57:05)
Building Walls (60:13)
Featured Links
Matt Turck — https://twitter.com/mattturck/status/1721971979266171209
Same as Ever: A Guide to What Never Changes — Morgan Housel
The Week in Charts (11/6/23) - Charlie Bilello's Blog
Howard’s Blog — https://www.howardlindzon.com/
JC’s Blog — https://allstarcharts.com/blog/
Pearl’s Prime Cuts — https://primecuts.substack.com/
Riley’s Blog — https://popularprice.beehiiv.com/
Follow Us on Twitter
Howard Lindzon — https://twitter.com/howardlindzon
JC Parets — https://twitter.com/allstarcharts
Phil Pearlman — https://twitter.com/ppearlman
Riley Rosebee — https://twitter.com/be_rosebee